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Novartis
NVS

Overview Fund Activity

1,079 hedge funds and large institutions have $18B invested in Novartis in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 368 increasing their positions, 408 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-39
Holders Change %
-3.49%
% of All Funds
18.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
57
Increased
368
Reduced
408
Closed
79
Calls
$501M
Puts
$160M
Net Calls
+$341M
Net Calls Change
+$201M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$270M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$345M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$172M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.2M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$110M
2
Boston Partners
2
Boston Partners
Massachusetts
$359M
3
Franklin Resources
3
Franklin Resources
California
$554M
4
WG
4
Welch Group
Alabama
$2.06M
5
Ameriprise
5
Ameriprise
Minnesota
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
IEFM
426
IQ EQ Fund Management
Ireland
$1.09M -$621K -7,596 -36%
ADMI
427
Albert D. Mason Inc
Massachusetts
$1.08M +$3.11K +38 +0.3%
WSFS
428
Wilmington Savings Fund Society
Delaware
$1.08M -$36.8K -450 -3%
CS
429
Credit Suisse
Switzerland
$1.07M -$2.95M -36,027 -73%
BSW
430
Buckingham Strategic Wealth
Missouri
$1.06M +$16K +196 +2%
RPSA
431
Richard P. Slaughter Associates
Texas
$1.05M +$102K +1,252 +11%
AWM
432
Altium Wealth Management
New York
$1.05M -$68.3K -836 -6%
Cerity Partners
433
Cerity Partners
New York
$1.05M -$56.7K -693 -5%
BCFD
434
Boit C.F. David
$1.05M – – –
1832 Asset Management
435
1832 Asset Management
Ontario, Canada
$1.04M -$59.6K -725 -5%
XF
436
XML Financial
Maryland
$1.04M +$1.04M +12,746 New
CS
437
Comerica Securities
Michigan
$1.04M +$45.4K +555 +5%
TCOO
438
Trust Company of Oklahoma
Oklahoma
$1.03M -$3.03K -37 -0.3%
NPF
439
Norris Perne & French
Michigan
$1.03M -$10.6K -130 -1%
BCM
440
Becker Capital Management
Oregon
$1.02M -$1.96K -24 -0.2%
PAMG
441
Patton Albertson Miller Group
Tennessee
$1.02M -$22.5K -275 -2%
FAM
442
Fred Alger Management
New York
$1.02M -$12.8K -156 -1%
CWM
443
Cordatus Wealth Management
Pennsylvania
$1.02M +$1.02M +12,425 New
KLC
444
Knowledge Leaders Capital
Colorado
$1.01M +$7.52K +92 +0.8%
TCA
445
Transcend Capital Advisors
New Jersey
$1.01M +$1.01M +11,872 New
FFG
446
Fortem Financial Group
California
$1M +$16.4K +200 +2%
FANJ
447
Financial Architects (New Jersey)
New Jersey
$992K -$19.3K -236 -2%
PFO
448
Pathstone Family Office
New Jersey
$992K +$147K +1,791 +17%
Susquehanna International Group
449
Susquehanna International Group
Pennsylvania
$988K +$988K +12,083 New
SB
450
Simmons Bank
Arkansas
$982K -$27.2K -333 -3%
16 17
18
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